Purchases and Sales Made in Q4 2023 in Schwab Fundamental U S Small C (FNDA)

FNDA Quotes by TradingView

This table provides information about the institutional ownership of Schwab Fundamental U S Small C (FNDA) during Q4 2023. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S SMALL C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
12
New
$540 - $673
12 $386
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
4
+ 0.53%
$180 - $224
753 $24.2K
Jan 29, 2024 Q4 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
3
+ 0.05%
$135 - $168
6.13K $197K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
3
New
$135 - $168
3 $96.5
Jan 19, 2024 Q4 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
2
+ 14.29%
$90 - $112
16 $515
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1
+ 0.35%
$45 - $56.1
288 $9.27K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1
+ 1.89%
$45 - $56.1
54 $1.74K
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
1
+ 0.13%
$45 - $56.1
788 $25.4K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 12, 2024 Q4 2023
Financial Management Professionals, Inc.

SELL
 -
-2
- 4.44%
$90 - $112
43 $1.38K
Feb 01, 2024 Q4 2023
First Command Advisory Services, Inc.

SELL
 -
-17
- 31.48%
$765 - $954
37 $1.19K
Jan 11, 2024 Q4 2023
One Ascent Wealth Management LLC

Birmingham, AL
SELL
 -
-18
- 0.22%
$810 - $1.01K
8.02K $258K
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-26
- 0.23%
$1.17K - $1.46K
11.1K $358K
Jan 30, 2024 Q4 2023
Investors Research Corp

SELL
 -
-30
- 7.77%
$1.35K - $1.68K
356 $11.5K
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

SELL
 -
-31
- 0.11%
$1.39K - $1.74K
28.7K $924K
Feb 12, 2024 Q4 2023
Vista Wealth Management Group, LLC

SELL
 -
-36
- 0.6%
$1.62K - $2.02K
5.98K $192K
Feb 05, 2024 Q4 2023
Creative Capital Management Investments LLC

San Diego, CA
SELL
 -
-37
- 92.5%
$1.66K - $2.08K
3 $96.5
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-39
- 1.75%
$1.75K - $2.19K
2.18K $70.3K
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

SELL
 -
-49
- 61.25%
$2.2K - $2.75K
31 $998
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-54
- 0.42%
$2.43K - $3.03K
12.8K $413K
Feb 09, 2024 Q4 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-55
- 8.77%
$2.47K - $3.09K
572 $18.4K
Feb 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-95
- 0.2%
$4.27K - $5.33K
47K $1.51M
Feb 13, 2024 Q4 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-123
- 0.83%
$5.53K - $6.9K
14.6K $470K
Feb 09, 2024 Q4 2023
Citigroup Inc

SELL
 -
-125
- 18.91%
$5.62K - $7.01K
536 $17.2K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-129
- 19.31%
$5.8K - $7.24K
539 $17.3K
Jan 19, 2024 Q4 2023
Foster Victor Wealth Advisors, LLC

SELL
 -
-136
- 2.31%
$6.12K - $7.63K
5.76K $185K
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-138
- 8.59%
$6.21K - $7.74K
1.47K $47.2K
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-167
- 3.22%
$7.51K - $9.37K
5.02K $162K
Feb 02, 2024 Q4 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
SELL
 -
-169
- 0.43%
$7.6K - $9.48K
38.7K $1.25M
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-179
Closed
$8.05K - $10K
0 $0
Jan 18, 2024 Q4 2023
Austin Private Wealth, LLC

SELL
 -
-185
- 0.84%
$8.32K - $10.4K
21.7K $699K
Feb 09, 2024 Q4 2023
Solitude Financial Services

SELL
 -
-220
- 0.76%
$9.9K - $12.3K
28.9K $929K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
SELL
 -
-224
- 7.14%
$10.1K - $12.6K
2.92K $93.8K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-239
- 31.49%
$10.8K - $13.4K
520 $16.7K
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

SELL
 -
-243
- 1.58%
$10.9K - $13.6K
15.1K $486K
Feb 08, 2024 Q4 2023
Exchange Capital Management, Inc.

SELL
 -
-251
- 5.51%
$11.3K - $14.1K
4.31K $139K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

SELL
 -
-251
- 6.65%
$11.3K - $14.1K
3.52K $113K
Jan 29, 2024 Q4 2023
Morris Financial Concepts, Inc.

SELL
 -
-256
- 4.6%
$11.5K - $14.4K
5.31K $171K
Jan 23, 2024 Q4 2023
Leavell Investment Management, Inc.

SELL
 -
-265
- 1.03%
$11.9K - $14.9K
25.4K $816K
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

SELL
 -
-277
- 22.48%
$12.5K - $15.5K
955 $30.7K
Feb 14, 2024 Q4 2023
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-282
- 6.4%
$12.7K - $15.8K
4.12K $133K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-291
- 70.46%
$13.1K - $16.3K
122 $3.93K
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-338
- 5.02%
$15.2K - $19K
6.39K $206K
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

SELL
 -
-387
- 15.08%
$17.4K - $21.7K
2.18K $70.2K
Feb 14, 2024 Q4 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-395
- 4.12%
$17.8K - $22.2K
9.19K $296K
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-562
- 4.81%
$25.3K - $31.5K
11.1K $358K
Jan 26, 2024 Q4 2023
Prairie View Partners, LLC

SELL
 -
-637
- 1.28%
$28.7K - $35.7K
49.1K $1.58M
Jan 18, 2024 Q4 2023
Washington Trust Advisors, Inc.

SELL
 -
-663
- 3.62%
$29.8K - $37.2K
17.7K $568K
Jan 26, 2024 Q4 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
SELL
 -
-678
- 0.62%
$30.5K - $38K
109K $3.5M

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